证券日报网讯 12月17日，天顺风能（002531）在互动平台回答投资者提问时表示，全球海洋经济刚刚 起步，未来市场空间巨大；另一方面岸线资源却是有限的。投资着眼的是未来。 ...

Group 1 - Wind power equipment sector increased by 0.77% on December 17, with He望电气 leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] - He望电气's closing price was 30.65, reflecting a rise of 5.36% with a trading volume of 238,100 shares and a transaction value of 708 million yuan [1] Group 2 - The wind power equipment sector saw a net outflow of 376 million yuan from institutional investors, while retail investors had a net inflow of 444 million yuan [2] - The trading data for various companies showed that He望电气 had a net inflow of 80.12 million yuan from institutional investors, while retail investors had a net outflow of 78.23 million yuan [3] - Other companies like 运达股份 and 德力佳 also experienced varying degrees of net inflows and outflows from different investor types [3]

有投资者在互动平台向天顺风能提问："公司的订单无法满足产能的需要，所以有出售部分闲置产能的 计划吗？" 来源：市场资讯 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 针对上述提问，天顺风能回应称："投资者你好：全球海洋经济刚刚起步，未来市场空间巨大；另一方 面岸线资源却是有限的。投资着眼的是未来，谢。谢。" ...

本次发行的定价基准日为发行期首日，发行价格不低于定价基准日前20个交易日公司股票交易均价的 80%。 本次发行的股票种类为境内上市人民币普通股(A股)，每股面值为人民币1.00元。本次发行的股票将在 深圳证券交易所上市交易。本次向特定对象发行股票数量不超过539,063,597股(含本数)，不超过本次发 行前公司总股本的30%。 本次发行的募集资金总额不超过195,000.00万元(含本数)，扣除发行费用后的募集资金净额将全部用于 长风新能源装备制造基地扩建项目、天顺(射阳)风电海工智造项目(二期)、天顺(阳江)重型风电海工装备 智能制造项目(一期)、阳江港吉树作业区#J8泊位码头工程项目、特种运输船舶购置项目、补充流动资 金。 | | | | T LIA / JU | | --- | --- | --- | --- | | 序号 | 项目名称 | 项目总投资 | 拟投入募集资金 | | 1 | 长风新能源装备制造基地扩建项目 | 48,827.90 | 48,800.00 | | 2 | 天顺(射阳)风电海工智造项目(二期) | 21,144.84 | 18,700.00 | | 3 | 天顺(阳江)重型风 ...

Demand: Onshore Wind Capacity Supported, Positive Outlook for Offshore Growth - In 2025, onshore wind capacity is expected to exceed 100GW, with a year-on-year growth of over 25% [2][11] - For offshore wind, the expected capacity for 2025 is between 8-10GW, with a year-on-year increase of 30%+ anticipated for 2026 [12][11] - The "14th Five-Year Plan" period is projected to see an average annual installation of 110-120GW for onshore wind and over 20GW for offshore wind [11][12] Offshore Cable: Voltage Levels Increasing, Leading Players Strengthening - The market size for offshore cables is expected to reach 10.7 billion yuan in 2025, a 62% increase year-on-year, with a compound annual growth rate of 26% from 2025 to 2030 [2][11] - The gross margin for 220kV cables remains stable at 35-40%, while higher voltage cables show promising margins of 45-55% [2][11] Tower and Pile: Domestic Profitability Turning Point, International Expansion Opportunities - Domestic capacity utilization rates have rapidly increased since Q2 2025, indicating a profitability turning point for related companies [2][11] - Internationally, companies are expanding their market share with significant profitability from single pile deliveries [2][11] Wind Turbines: Price Stabilization and Profitability Improvement Expected in 2026 - Wind turbine prices have stabilized, with a rebound of over 5% in bidding prices, leading to improved profitability for domestic manufacturers expected in 2026 [2][11] - Offshore orders and deliveries for wind turbine companies are significantly increasing, with offshore margins exceeding domestic margins by 5-10 percentage points [2][11] Investment Recommendations: Positive Outlook for Offshore Sector - The upcoming deep offshore projects are expected to catalyze growth, with a potential upward adjustment in mid-to-long-term installation levels [2][11] - Recommended stocks include those in the offshore wind sector such as 大金重工, 东方电缆, and others, as well as wind turbine manufacturers like 金风科技 and 明阳智能 [2][11] European Offshore Wind: Accelerated Planning Amid Energy Crisis - Following the energy crisis due to the Russia-Ukraine conflict, European countries are ramping up offshore wind planning, with auction volumes expected to increase significantly [2][21] - The average annual compound growth rate for European offshore wind installations is projected to reach 21% from 2025 to 2030 [2][37]

12月12日晚间，天顺风能（002531）发布定增预案。 据披露，公司拟向特定对象发行股票数量不超过5.39亿股，不超过本次发行前公司总股本的30%，募集 资金总额不超过19.5亿元，拟投向长风新能源装备制造基地扩建项目、天顺(射阳)风电海工智造项目(二 期)、天顺(阳江)重型风电海工装备智能制造项目(一期)、阳江港吉树作业区#J8泊位码头工程项目、特 种运输船舶购置项目及补充流动资金。 谈及本次交易目的，天顺风能表示，公司装备制造板块将逐步实现"陆向海"的战略转型，战略收缩陆上 塔筒和叶片制造业务，不再以规模为导向；战略重心将转移至发展前景更加广阔的海上风电装备制造环 节。在战略布局中，公司专注于海上固定式及漂浮式基础产品的制造，构建深厚的产品护城河，未来将 面向"国内+海外"多元市场，依托现有基地优势，聚焦重点区域客户，深度参与中国沿海项目，积极开 拓欧洲、日韩、东南亚等海外市场，形成国内外协同、产销联动的业务体系。 2025年作为中国海上风电从"规模化扩张"向"高质量跃迁"的关键节点。风电当前已是我国能源结构的重 要组成部分，且占比仍在不断提升。根据国家能源局数据，2025年1-9月，全国风电新增并网容 ...

Group 1: Company Announcements - Yongding Co., Ltd. does not directly manufacture controllable nuclear fusion devices but provides materials for the winding magnets of such devices [1] - Aerospace Power's main business does not involve commercial aerospace, nor does it have any commercial aerospace-related assets for external investment [1] - Zhibang Home intends to repurchase company shares worth between 80 million to 110 million yuan [3] Group 2: Investment Projects - Jiangsu Longsheng Weirui plans to invest approximately 350 million yuan to establish an intelligent robot innovation center [1] - Hainan Development's Zhuhai Sanxin plans to invest in the second phase of its production base project in Zhuhai [2] - New Fengming intends to invest 280 million USD to build a 360,000 tons/year functional fiber project in Egypt [2] Group 3: Contracts and Bids - Dayu Irrigation has pre-won the construction project for high-standard farmland in Inner Mongolia's Chifeng City for 2025 [1] - Dayu Irrigation has also pre-won the construction project for high-standard farmland in Inner Mongolia's Tongliao City for 2025 [2] - *ST Zhisheng has won the bid for the smart city governance (Phase IV) project [1] Group 4: Equity Transactions - Rongzi Technology plans to acquire 54.9688% of Guizhou Xinren's shares for 342 million yuan and will also increase its capital [3] - Tiankang Biological intends to purchase 51% equity of Qiangdu Livestock [2] - Binhai Energy plans to acquire 51% equity of Xingtai New Energy [3] Group 5: Share Buybacks and Holdings - Maide Medical plans to spend between 20 million to 40 million yuan to repurchase shares [3] - Tianli Technology's Qian Yongyao intends to reduce his holdings by no more than 3% [3] - Haichuan Intelligent's Wu Guifang and Zheng Xuefen plan to collectively reduce their holdings by no more than 5.98% [3] Group 6: Fundraising Activities - Tianshun Wind Power plans to raise no more than 1.95 billion yuan through a private placement [3] - Leisai Intelligent plans to raise no more than 1.144 billion yuan through a private placement [3]

| | | 12月12日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | 摩尔线程 | 拟使用75亿元闲置募集资金进行现金管理 | | | 芯原股份 | 终止购买芯来智融97%股权 | | | 人福医药 | 因披露的年度报告财务指标存在虚假记载 股票将被实施其他风险警 示证券简称变更为ST人福 | | | 恩捷股份 | 拟购买中科华联100%股份 股票复牌 | | 投资&签约 | 芯原股份 | 拟联合投资人增资天遂芯愿并收购逐点半导体控制权 | | 股权变动 | 长安汽车 | 全资子公司长安科技拟开展增资扩股 公司拟增资6亿元且最终持有 75%股权 | | 增减持&回购 | 西测测试 | 控股股东、实际控制人李泽新拟以48.59元/股价格协议转让422万股 | | | 西成科学 | 股东靖戈私募拟减持不超1%股份 | | 经营&业绩 | 江苏国信 | 子公司国信马洲100万千瓦机组正式投产运营 | | 融资8定增 | 天顺风能 | 拟定增募资不超过19.5亿元 用于长风新能源装备制造基地扩建等项 E | | 合同&项目中标 | 中远海能 | 签订 ...

2025年1至6月份，天顺风能的营业收入构成为：风电设备占比63.07%，发电占比31.66%，其他业务占 比5.26%。 截至发稿，天顺风能市值为123亿元。 每经头条（nbdtoutiao）——实施城乡居民增收计划、降准降息等工具灵活高效运用、增加普通高中学 位……深度解读中央经济工作会议 （记者 曾健辉） 每经AI快讯，天顺风能（SZ 002531，收盘价：6.84元）12月12日晚间发布公告称，本次向特定对象发 行股票的方案及相关事项已经公司2025年12月12日召开的第六届董事会2025年第五次会议审议通过。本 次向特定对象发行股票的发行对象为不超过35名（含35名）特定投资者。本次向特定对象发行股票数量 不超过约5.39亿股（含本数），不超过本次发行前公司总股本的30%。发行价格不低于定价基准日前20 个交易日公司股票交易均价的80%。本次发行拟募集不超过19.5亿元，募集资金用于以下用途：长风新 能源装备制造基地扩建项目，总投资约4.88亿元，拟投入募集资金4.88亿元；天顺（射阳）风电海工智 造项目（二期）项目，总投资约2.11亿元，拟投入募集资金1.87亿元；天顺（阳江）重型风电海工装备 智 ...

格隆汇12月12日丨天顺风能(002531.SZ)公布，拟定增募集资金总额不超过195,000.00万元，扣除发行费 用后的募集资金净额将全部用于长风新能源装备制造基地扩建项目、天顺（射阳）风电海工智造项目 （二期）、天顺（阳江）重型风电海工装备智能制造项目（一期）、阳江港吉树作业区#J8泊位码头工 程项目、特种运输船舶购置项目、补充流动资金。 ...